Customer Service Admin Representative, Wealth

Close Date: April.24th
Company: CLIC  
Department: Retail Sales 
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

The Wealth Customer Service Administration Representative is the main point of contact for advisor and client inquiries which is critical to maintaining and conserving existing business. This role builds trust and reputation through strong relationships with various internal departments, advisors, and external clients through daily interactions while providing a consistent and seamless client experience.

How you will create impact:

• Build and maintain relationships with advisors and external clients through courteous and professional service
• Provide expert knowledge surrounding Provincial and Federal Legislations and ensure Canada Revenue guidelines and regulations are adhered to.
• Provide judgement, education support, bilingual service and advice to advisors, internal departments, clients, internal departments product knowledge, and determining the next steps that are in the best interest of the client for all Wealth product lines.
• Manage all incoming phone call and email inquiries in a timely manner and escalate questions and problems to the appropriate department as necessary, while ensuring compliance and regulations are adhered to.
• Application of knowledge used in the role to provide superior client service, process new applications, contractual and non-contractual changes, investigate requests, Annuities, RRIF, LIF, Tax adjustment, LLP, HBP, Financial hardships, withdrawal on unlocking options with all jurisdictions, maturities, investment option changes, and death claims.
• Facilitate solutions and resolve any errors regarding Wealth Products and process withdrawals, surrenders, transfers, contributions, applications, death claims, annuity processing, allocation changes, policy maintenance, policy set up, Welcome letters, on all Wealth product, marital breakdowns, spousal and survivor benefits.
• Process monthly reports, outstanding disbursement reports, apply payments, complete appropriate coding for reports and send applicable correspondence.

How you will succeed:

• You influence change and are committed to continuous improvement, to exceed client expectations.
• You leverage critical thinking skills to identify problems and proactively propose solutions.
• Your strong communication skills allow you to clearly convey messages.
• You’re an effective team player who shares knowledge to support your peers.

To join our team:

• 2 years of previous experience specific to the industry
• Knowledge of all Wealth products, related legislation, processes and systems is a definite asset
• Demonstrated ability to take initiative and use good judgement
• Working towards ACS or LOMA (FLMI) designation
• Bilingual verbal and written communication skills in English and French would be an asset

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you? 

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.